Mueller Industries

MLI

Market cap $11.1B

I track a universe of 50 high-quality dividend growth stocks to identify opportune investments based on valuation and future return potential. As of October 2, 2025, 22 stocks offer attractive future return estimates of at least 10%, with 15 appearing potentially undervalued by my Free Cash Flow model. Top-ranked stocks include MKTX, RMD, MPWR, RACE, and MSCI, each offering strong projected returns driven by yield, valuation upside, and EPS growth.

Mueller Industries (MLI) delivered record Q2 2025 results, outperforming expectations and positioning itself to benefit from key macroeconomic catalysts. MLI is set to gain from new 50% Trump tariffs on semi-finished copper products, a looming global copper supply deficit, and China's stimulus policy. The company's dominant U.S. market position, expanding margins, and attractive valuation, versus global peers enhance its outlook, amid a copper bull cycle.

The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate quantitatively and qualitatively and select the top ten names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum and is suitable for investors in the accumulation phase.

The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate quantitatively and qualitatively and select the top ten names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum, suitable for investors in the accumulation phase.

My investable universe of 50 high-quality dividend growth stocks aims to identify attractive opportunities based on valuation and future return potential. Currently, 20 stocks offer an estimated future return of at least 10%, with 10 of these also appearing potentially undervalued by my Free Cash Flow model. Top highlighted stocks like MKTX, RACE, RMD, MSCI, and TTC combine strong free cash flow growth, attractive valuations, and double-digit return estimates.

This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 3.9%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8.5%.

COLLIERVILLE, Tenn.--(BUSINESS WIRE)--Mueller Industries, Inc. (NYSE: MLI) announced today that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 25 cents per share. The dividend will be payable September 19, 2025 to shareholders of record on September 5, 2025. Mueller Industries, Inc. (NYSE: MLI) is an industrial corporation whose holdings manufacture vital goods for important markets such as air, water, oil and gas distribution; climate comfort; food.

Mueller Industries is undervalued and I assign a Buy rating, given its strong fundamentals and attractive entry point. Despite weakness in some markets like construction, the company maintains robust free cash flow and operational strength across diversified segments. Mueller's solid balance sheet and clear growth strategy—internal improvements and acquisitions—position it well for future gains.

Mueller Industries delivered strong earnings, driven by acquisitions and higher copper prices, but underlying sales volumes declined due to weaker construction and manufacturing demand. The company boasts a robust balance sheet with $1 billion in cash and no debt, though rising inventories and receivables warrant monitoring for potential customer payment issues. The Nehring acquisition diversifies revenue away from cyclical sectors, positioning Mueller to benefit from trends in infrastructure and data center growth.

COLLIERVILLE, Tenn.--(BUSINESS WIRE)--Mueller Industries, Inc. (NYSE: MLI) announces results for the second quarter of 2025. Comparisons are to the second quarter of 2024. Net Income of $245.9 million versus $160.2 million Operating Income of $304.2 million versus $210.0 million Net Sales of $1.14 billion versus $997.7 million Diluted EPS of $2.22 versus $1.41 The results above include a $36.3 million gain ($28.1 million net of tax) in connection with an insurance claim related to the March 202.